Secure client portals, e-signatures with ID verification, and workflow automation in one platform. Bank-level encryption on every document. Trusted by over 10,000 companies worldwide.
No credit card required
Professional services firms waste time chasing signatures, managing paper, and manually verifying client identities. MyDocSafe replaces all of it with one encrypted platform.
The old way
With MyDocSafe
One platform replaces your e-signature tool, client portal, document storage, and onboarding software.
Password protection, SMS codes, and qualified electronic signatures (QES). Compliant with eIDAS, ESIGN, and UETA regulations.
Branded spaces where clients access, review, and sign documents. Bank-level encryption with role-based access controls.
Built-in identity verification through Yoti integration. Reduces fraud risk and automates compliance for regulated industries.
Customizable digital forms and business proposal generation. Collect client data and send quotes without separate tools.
Rules-based engine with conditional logic. Automate client and employee onboarding, contract renewals, and document routing.
Scheduled data retention policies purge sensitive documents automatically. Audit trails keep compliance records intact.
Send sensitive information with encryption protecting data in transit and at rest. Complements secure document sharing.
AES-256 encrypted storage with version control, metadata tagging, and permission-based access for efficient retrieval.
A clear path from first step to measurable outcome.
Set up a dedicated, secure space with your branding where clients access documents, forms, and signature requests in one place.
Build rules-based workflows that trigger ID verification, KYC checks, webform collection, and document delivery automatically.
Clients review and sign documents with password or SMS verification. QES options available for regulated industries.
Scheduled retention policies purge expired documents. Audit trails maintain compliance records without manual oversight.
“MydocSafe is a very intuitive platform. The website layout is clear and legible and the operation itself is simple and self-explanatory.”
“We are amazed by its versatility and simplicity. We have been using the platform for supplier and customer onboarding using the proposals feature, which is working incredibly efficiently.”
“I really like the 'auto delete' which is a brilliant feature to help with General Data Protection Regulation compliance.”
30-day free trial with no credit card required. Individual users get a free Signature Vault with 2 free signatures every month.
$0forever
For individual users who need basic e-signature capability.
$25per user/month, billed annually
Full platform access for professional services teams.
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Tailored pricing for larger teams with specific requirements.
MyDocSafe is an all-in-one document security and e-signature platform that helps businesses verify and manage documents online while automating compliance, onboarding, and contract renewal processes. It combines business proposals, client access portals, and electronic signature software with document management capabilities.
MyDocSafe serves accounting and bookkeeping, wealth management, tax, real estate, education, legal, accounts payable, medical, government and local authorities, payroll, HR, and financial services.
MyDocSafe provides bank-level AES-256 encryption for all documents and SSL/TLS for data transmission. The platform includes advanced verification methods for electronic signatures such as password protection and SMS codes. It also features auto-delete functionality for GDPR compliance. MyDocSafe is ISO27001 certified.
MyDocSafe offers a 30-day free trial with no credit card required. Pricing plans start at $25 per user per month when billed annually. A free Signature Vault is available for individual users with 2 free signatures per month. Custom pricing is available for larger teams.
Yes. MyDocSafe helps businesses maintain compliance through auto-delete functionality for GDPR, audit trails, identity verification tools for KYC and AML, and qualified electronic signatures compliant with eIDAS, ESIGN, and UETA regulations.
MyDocSafe integrates with Zoho, Xero, Zapier, Yoti for identity verification, Outlook via plugin, and Ai4U.digital. The platform also offers webhooks and APIs for custom integrations.
Book a 30-minute call to see how MyDocSafe fits your workflow. Or start a free trial today - no credit card required.
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